Trainee IFA Administrator - Wealth Management
A new requirement has arisen within a very successful and highly reputable Financial Planning organisation, who provide advise to a wide range of high net worth clients, for a Trainee Financial Planning Assistant to join their team.
The main focus of the role is to support a team of experienced financial planners, by means of:
- Processing new business applications,
- Liaising with product providers
- Assisting Advisors and Paraplanner
- Preparing valuation packs
- Processing letters of authority
- Liaising with clients
In order to be considered for this position, suitable applicants must be a strong communicator and possess a strong commitment to working within Financial Services. It is essential that suitable applicants have exposure to the Financial Services arena and educated to at least degree level.
In return, you can expect a friendly and professional working environment, alongside some of the industry's best and support in achieving industry specific qualifications in addition to genuine progression opportunities.
Apply today for further information!